Yuanjie Technology: A 361% Increase in 2025, becoming the third highest-priced stock in A-shares (only behind Moutai and Cambrian). Recently, even as AI computing power adjusts, it remains unshaken! Let’s explore what makes it so special! 1. Core Concepts: “Core Optical Communication Chip + AI Computing Infrastructure + Domestic Replacement Pioneer” Trinity 1. Main Business … Read more
I completely understand your feelings. Comparing Texas Instruments (TI) to a “giant aircraft carrier of AI” while other chip companies (including domestic manufacturers) are likened to “destroyers and attack fleets” is a very vivid metaphor that indeed reveals the current competitive landscape and reality gap in the global analog chip industry. Texas Instruments (TI) holds … Read more
Apr. Click the blue text to follow us 2025.04 Introduction:China Resources Microelectronics is transforming from a local power device manufacturer into a system-level supplier with both product strength and platform capabilities. The Chinese semiconductor industry has developed over several decades, evolving from nothing to a robust sector, giving rise to a number of outstanding local … Read more
This article is reprinted from the WeChat public account Wenxin Voice (ID:semiconvoice) Despite the global spread of the COVID-19 pandemic, it has not dampened the enthusiasm for significant investments in semiconductor manufacturing in China. Recently, following the announcement that CIS chip design company Gekewei will establish a 12-inch factory in Shanghai, industry insiders have reported … Read more
In the context of escalating global trade tensions, the Chinese Ministry of Commerce has announced a 125% tariff on imported goods originating from the United States, defining the origin based on the wafer fabrication location. The implementation of this policy has profound implications for the semiconductor industry, particularly in the analog chip sector. As a … Read more